Jason Andrew Alves
Investment adviser representative at Primerica Advisors
12 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Sunquest Construction Inc.Sep 2019 to now
- Pfs Investments, Inc.Mar 2011 to now
- Primerica Financial ServicesJun 2010 to now
- Aj's Pool ServiceMay 2019 to Aug 2019
- Robert Half(shore Office Systems)Jan 2018 to Jul 2019
- Steven Anthony Home Remodeling Inc.Feb 2016 to Mar 2017
- Odyssey TransportationOct 2007 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5888839
- Firm CRD
- 10111